Allworth Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
9,863
-10
| -0.1% | -$241 | ﹤0.01% | 1100 |
|
|
2025
Q1 | $218K | Buy |
9,873
+4,110
| +71% | +$90.7K | ﹤0.01% | 911 |
|
|
2024
Q4 | $142K | Buy |
5,763
+4,756
| +472% | +$117K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $24.9K | Sell |
1,007
-722
| -42% | -$17.8K | ﹤0.01% | 1773 |
|
|
2024
Q2 | $41.1K | Sell |
1,729
-964
| -36% | -$22.9K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $63.6K | Buy |
2,693
+1,693
| +169% | +$40K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $22.3K | Buy |
+1,000
| New | +$22.3K | ﹤0.01% | 1588 |
|
|
2023
Q1 | – | Sell |
-1,440
| Closed | -$32.8K | – | 3229 |
|
|
2022
Q4 | $32.8K | Buy |
+1,440
| New | +$32.8K | ﹤0.01% | 1169 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$17K | – | 967 |
|
|
2019
Q2 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 482 |
|